BEACON INVESTMENT ADVISORY SERVICES, INC. AOM — ISHARES

Ownership history in BEACON INVESTMENT ADVISORY SERVICES, INC.  ·  38 quarters on record

AI Ownership Summary

BEACON INVESTMENT ADVISORY SERVICES, INC. reported ISHARES (AOM) in 38 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows AOM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON INVESTMENT ADVISORY SERVICES, INC.'s position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AOM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AOM stock page BEACON INVESTMENT ADVISORY SERVICES, INC. fund profile BEACON INVESTMENT ADVISORY SERVICES, INC. full holdings
How BEACON INVESTMENT ADVISORY SERVICES, INC. held AOM — position size vs. price
% of Fund (quarterly)    AOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,037 -43 -0.2% 0.04% $950K 2026-07-08 $49.17
2026 Q1 ADDED — — — 19,080 +1,224 +6.9% 0.04% $904K 2026-04-14 $48.20
2025 Q4 ADDED — — — 17,856 +30 +0.2% 0.03% $852K 2026-01-14 $47.59
2025 Q3 REDUCED — — — 17,826 -203 -1.1% 0.04% $848K 2025-10-16 $46.29
2025 Q2 ADDED — — — 18,029 +540 +3.1% 0.04% $830K 2025-07-15 $43.99
2025 Q1 REDUCED — — — 17,489 -375 -2.1% 0.04% $767K 2025-05-06 $42.25
2024 Q4 ADDED — — — 17,864 +35 +0.2% 0.03% $776K 2025-01-17 $41.77
2024 Q3 REDUCED — — — 17,829 -394 -2.2% 0.03% $804K 2024-11-14 $41.69
2024 Q2 REDUCED 9.3% +5.7% ❌ 18,223 -1,865 -9.3% 0.03% $784K 2024-08-14 $40.97
2024 Q1 REDUCED — — — 20,088 -517 -2.5% 0.04% $859K 2024-05-09 $39.43
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AOM

As of 2026 Q2 — sorted by position size

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.37% RDA Financial Network 3Y 7Y 0.26% Westmount Partners, LLC 0.09% CGN Advisors LLC 3Y 0.07% Avior Wealth Management, LLC 3Y 7Y 0.03% First Heartland Consultants, Inc. 3Y 7Y 0.03% CoreCap Advisors, LLC 3Y 0.01% ELEVATION WEALTH PARTNERS, LLC 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01%

FAQ About BEACON INVESTMENT ADVISORY SERVICES, INC. and AOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON INVESTMENT ADVISORY SERVICES, INC. reported owning AOM?

BEACON INVESTMENT ADVISORY SERVICES, INC. reported AOM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AOM position in BEACON INVESTMENT ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for AOM was 0.04% in 2026 Q1.

What is the latest reported AOM position on this page?

The most recent filing on this page is 2026 Q2, when BEACON INVESTMENT ADVISORY SERVICES, INC. reported 19,037 shares, equal to 0.04% of portfolio, with an estimated market value of $950K.

What does the chart on this AOM ownership page compare?

The chart compares BEACON INVESTMENT ADVISORY SERVICES, INC.'s quarterly AOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON INVESTMENT ADVISORY SERVICES, INC. time their AOM position?

Based on 13F filing dates vs. subsequent AOM price moves, BEACON INVESTMENT ADVISORY SERVICES, INC. correctly timed 15 out of 32 reported position changes (47%). The annualised alpha on AOM relative to SPY over the holding period was -8.0%.

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